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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,653 | $157,276+28.9% | $141,177+43.5% | $152,885+32.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.16% | 64.33%-45.2pp | 71.40%-52.2pp | 345.39%-326.2pp |
| Employer contribution / active EE | $8,901 | $5,262+69.2% | $4,736+88.0% | $4,763+86.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,584 | $12,123-53.9% | $10,263-45.6% | $11,598-51.9% |